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Invesco Municipal Opportunity Trust
VMO

88 hedge funds and large institutions have $188M invested in Invesco Municipal Opportunity Trust in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 22

1% more capital invested

Capital invested by funds: $186M → $188M (+$1.84M)

0.07% more ownership

Funds ownership: 20.16% → 20.23% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less funds holding

Funds holding: 92 → 88 (-4)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
88
Holders Change
-4
Holders Change %
-4.35%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
26
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$1.56M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$1.27M
3
Invesco
Invesco
Georgia
+$868K
4
Ameriprise
Ameriprise
Minnesota
+$550K
5
Morgan Stanley
Morgan Stanley
New York
+$534K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$3.97M
2
Goldman Sachs
Goldman Sachs
New York
-$804K
3
VanEck Associates
VanEck Associates
New York
-$512K
4
SIA
Sit Investment Associates
Minnesota
-$378K
5
Wells Fargo
Wells Fargo
California
-$292K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$943K +$13.4K +987 +1%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$914K +$59.2K +4,370 +7%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$882K +$486K +35,836 +128%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$854K – – –
GAMC
30
Garner Asset Management Corp
Texas
$833K -$10.5K -775 -1%
CWA
31
Capital Wealth Alliance
Arizona
$780K +$3.8K +280 +0.5%
QCIG
32
Quad-Cities Investment Group
Iowa
$682K +$6.21K +458 +0.9%
SPIA
33
Steward Partners Investment Advisory
New York
$521K +$22.2K +1,639 +5%
LC
34
Lindbrook Capital
California
$483K +$475K +35,000 New
BRWM
35
B. Riley Wealth Management
Tennessee
$476K – – –
AP
36
Americana Partners
Texas
$437K -$12.2K -900 -3%
AWA
37
Alaska Wealth Advisors
Alaska
$394K -$163K -12,000 -30%
XF
38
XML Financial
Maryland
$320K – – –
PA
39
PFG Advisors
Arizona
$304K – – –
SCM
40
Stordahl Capital Management
Colorado
$286K – – –
LA
41
LexAurum Advisors
Kansas
$279K – – –
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$267K – – –
BHWM
43
Bar Harbor Wealth Management
New Hampshire
$254K – – –
KAS
44
Kestra Advisory Services
Texas
$253K -$3.73K -275 -1%
HCM
45
Hollencrest Capital Management
California
$252K – – –
COLIM
46
City of London Investment Management
United Kingdom
$232K – – –
NA
47
NewEdge Advisors
Louisiana
$227K +$222K +16,405 New
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$225K +$203 +15 +0.1%
MFW
49
Meristem Family Wealth
Minnesota
$224K – – –
Millennium Management
50
Millennium Management
New York
$224K +$220K +16,226 New
1
2
3 4

VMO Hedge Fund Activity: Q4 2021 in Review

88 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q4 2021, worth a combined $188M — up 0.99% from $186M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of VMO and 8 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 26 added.

The largest buyer was Bramshill Investments, adding an estimated $1.56M. The largest seller was UBS Group, cutting an estimated $3.97M.

  • 88 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q4 2021, down from 92 in Q3 2021.
  • Funds reported $188M of Invesco Municipal Opportunity Trust stock for Q4 2021, up 0.99% quarter-over-quarter.
  • 8 funds opened new Invesco Municipal Opportunity Trust positions in Q4 2021 and 10 closed out, a net change of -2 holders.
  • The largest Invesco Municipal Opportunity Trust buyer in Q4 2021 was Bramshill Investments, an estimated $1.56M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q4 2021 was UBS Group, an estimated $3.97M sold.

Based on aggregated 13F filings for Q4 2021.